View Notes

Customizing the Appearance of the Notes Summary

The View Notes option provides a customized context-specific display of Clinical notes.

Click to open the Notes... window:

The context of a note is determined both by the report and the table in which selections are made. There are seven note contexts, which are summarized in the following table:

Context	Examples of how notes in this context can be added or viewed:
Current Report	• DM Distribution, with no subjects selected, and clicking either (Add Notes) or (View Notes).
Selected Subjects	• DM Distribution, with at least one subject selected, and clicking either (Add Notes) or (View Notes).
Site Level	• Risk Based Monitoring, with at least one row selected in the Country-Level Risk Indicators table, and clicking either (Add Notes) or (View Notes).
Country Level	• Risk Based Monitoring, with at least one row selected in the Site-Level Risk Indicators table, and clicking either (Add Notes) or (View Notes).
Record Level	• Domain Viewer, after viewing a domain, selecting at least one record, and clicking either (Add Notes) or (View Notes).
Specific Domain	• Domain Viewer, after viewing a domain and clicking either (Add Notes) or (View Notes).
Selected Notes	• Notes Distribution, after selecting a histogram bar and clicking (View Notes).

Once is clicked, a summary of the notes is surfaced, in the last saved customization (or in the factory default view, if no customization has been saved). Click to save a static copy of the notes summary in one of several formats.

Customizing the Appearance of the Notes Summary

Click the Options tab to expand the Options dialog and reveal both Action buttons and column- and row-specific options.

Action Buttons

•	Clear: Click to reset all column and row options to an empty, deselected state, and disable Auto-run.

•	Reset: Click to revert all options to the factory default state for the current context.

•	Load: Click to recall a saved setting.

•	Save Options…: Click to save a customization for either the current context only, or across all contexts.

•	Delete Saved Options…: Click to delete a saved customization in either the current context only, or for all contexts.

•

Turn on/off auto-run: causes any option change to immediately update the notes summary. Clicking will require that you click upon every desired notes summary update. Clicking will automatically run notes summary updates. On provides convenience while off prevents long delays when changing options for very large notes sets.

Columns

Each note context offers a different set of columns from which you can choose to display in an Outline role, a Tabular role, or to omit. Click to select column(s) and use the arrow buttons to move them to different roles. The order within Outline roles is from highest to lowest outline level. The order within Tabular roles is from left to right within each table.

The Column options are described in the following table:

Role	Options
Outline	• Show column names displays the name of the column in the outline.
	• Show item counts numbers each item within each outline level.
	• Show subitem counts indicates how many items exist under each outline level.
Tabular	• Show column names displays the name of the column in the table.
	• Show item counts numbers each item within each table.
	• Omit all-missing columns prevents columns that contain all empty or missing values from being displayed in the table.
	• Factor out constant values consolidates columns whose values are all the same, displaying them in a summary section before each table.

Rows

This section enables you to sort and filter the note summary.

The Rows functions are described in the following table:

Function	Options
Sort	• None displays notes in the same order as the notes dataset.
	• All columns ascending displays notes sorted in ascending order, in the order of the chosen column roles
	• Numeric columns descending, all others ascending displays notes sorted in the order of the chosen column roles, with numeric columns in descending order and all other columns in ascending order. This is useful to display notes from newest to oldest order, while keeping other metadata displayed in A-Z order,
	• All columns descending displays notes sorted in descending order, in the order of the chosen column roles.
Note Text Filter	• This option enables you to filter the note summary according to notes containing the text substring that you enter in this field.
Data Filter	• This option enables you to filter the note summary according to other note attributes (e.g., Report, User, Date, and so on). Note: You must select at least one row, point, bar, and so on, for this option to become active. • Refer to Data Filter for more information.